Customer Lifecycle

[INFOGRAPHIC] 10 Tips For Customer Success Automation

Automation empowers Customer Success Managers to do what they’re good at, so here are 10 quick tips to get started with Customer Success automation for data, processes, and customer journey tracking.

5 Questions To Help You Measure Customer Adoption

Once you’ve mapped an ideal adoption phase, it can still be difficult to know if your team is thinking about adoption the right way. Here are 5 questions to keep in mind:

5 Powerful Videos That Spotlight Customer Advocacy

Unconventional Wisdom: 5 Steps for Developing a Powerful Adoption Playbook

It's time to rethink some major assumptions and turn conventional wisdom on its head when it comes to how buyers and sellers of software approach user adoption. Develop a powerful adoption playbook.

Expert Tips: Setting Goals With Your Customers

Success is nearly unattainable without set goals. We sat down with Wynne Brown, Director of Customer Success at Seal, to learn what her pro-tips for setting goals with customers are.

The Anatomy of a Remarkable Customer Success Playbook

The best way for CSMs to respond to scheduled and unscheduled events is by the use of playbooks. This article will explain what playbooks are, then provide some guidelines on building and using them.

4 Onboarding Mistakes & How to Avoid Them

When implemented correctly, onboarding sets your customers up for success. Check out these 4 common onboarding mistakes and learn how to avoid them for Customer Success and higher retention.

Becoming a Customer-Centric Organization in 7 GIFs

When a customer-centric organization is taking shape, everyone should formulate a mindset to simply ask themselves on a daily basis – “What is my contribution to ‘customer’ today?”

Easy Customer Success Playbooks You Can Quickly Automate

On Getting a Gym Membership: Coaching Product Adoption

Customer Success Isn't Just a Feel-Good Name For Account Management

Companies that don’t want to miss out on the trend of branding themselves as “customer-centric” might consider repackaging an existing team, like Account Management, as Customer Success.

The Milestones of the Recurring Revenue Customer Journey

The Recurring Revenue "Boomerang" and the Customer Success Journey

In a recurring revenue model, the contract signature is just a part of the way through the customer journey. The customer experience starts right from the outset of their interaction with your company

Building Customer Trust Alongside Your Entire Organization

Customer Success teams establish trust with customers, but other teams at your company such as marketing, sales, and product management also play a role in building trusting relationships.

7 Reasons Why You're Not Ready For Customer Success…Yet

Customer success is an exciting and game-changing opportunity, and a prerequisite for the majority of B2B SaaS companies, but are you ready for it?

How Business Maturity Plays Into Your Expansion Strategy

This concept of continual development is described as “business model maturity” because the customer evolves or matures as they use your product.

Think About the Entire Customer Journey (Not Just One Part)

If you’re interested in giving your customers the best experience possible from start to finish (this is probably the part where you nod), here’s how.

How To Keep Customers Motivated and Focused

The customer journey is a “roadmap” that takes the customer from point A to point B - from where they are today to where they will be in the future with the use of your product.

Be a Strategic Partner to Win & Retain Revenue

It is the customer experience that determines revenue. You need to listen to what the customer wants to achieve, and then help them achieve it.